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United Bankshares

235 hedge funds and large institutions have $2.34B invested in United Bankshares in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,769% more call options, than puts

Call options by funds: $4.02M | Put options by funds: $104K

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

62.42% more ownership

Funds ownership: 0%62.42% (+62%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more capital invested

Capital invested by funds: $1.66B → $2.34B (+$683M)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

15% more funds holding

Funds holding: 205235 (+30)

Holders
235
Holders Change
+30
Holders Change %
+14.63%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
46
Increased
79
Reduced
65
Closed
14
Calls
$4.02M
Puts
$104K
Net Calls
+$3.92M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$47.2K
FNYS
202
First New York Securities
New York
$46.7K +$42.9K +1,010 New
GT
203
Glenmede Trust
Pennsylvania
$45K
Bessemer Group
204
Bessemer Group
New Jersey
$39K
SEI Investments
205
SEI Investments
Pennsylvania
$37K -$1.1K -26 -3%
IA
206
IFP Advisors
Florida
$35K +$27.3K +643 +612%
AC
207
Alexandria Capital
Virginia
$33K
TDC
208
Thompson Davis & Co
Virginia
$31K -$1.06K -25 -4%
NFG
209
Next Financial Group
Texas
$31K
DADC
210
D.A. Davidson & Co
Montana
$28K -$38.2K -900 -59%
FHA
211
First Horizon Advisors
Tennessee
$26K
GWS
212
Glassman Wealth Services
Virginia
$21K
AssetMark Inc
213
AssetMark Inc
California
$21K +$19.3K +455 New
WIM
214
Westside Investment Management
California
$20.4K +$19.1K +450 New
Nomura Asset Management
215
Nomura Asset Management
Japan
$20K +$18.3K +430 New
AAC
216
Asset Advisors Corp
Georgia
$19K
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$16K +$14.4K +340 New
IWM
218
IHT Wealth Management
Illinois
$16K +$15K +353 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$13K +$1.44K +34 +14%
AIL
220
AGF Investments LLC
Ontario, Canada
$10K +$8.57K +202 New
FPFS
221
First Personal Financial Services
North Carolina
$9K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.49K +200 New
AIS
223
Accurate Investment Solutions
Pennsylvania
$8K
GAM
224
Gemmer Asset Management
California
$8K
CFS
225
Commonwealth Financial Services
West Virginia
$7K

UBSI Hedge Fund Activity: Q4 2016 in Review

235 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2016, worth a combined $2.34B — up 41% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UBSI positions and 14 closed out — a net gain of 32 holders — while 79 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $61.1M. The largest seller was Banc Funds Company, cutting an estimated $7.51M.

  • 235 institutional investors held United Bankshares (UBSI) as of Q4 2016, up from 205 in Q3 2016.
  • Funds reported $2.34B of United Bankshares stock for Q4 2016, up 41% quarter-over-quarter.
  • 46 funds opened new United Bankshares positions in Q4 2016 and 14 closed out, a net change of +32 holders.
  • The largest United Bankshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $61.1M added.
  • The largest United Bankshares seller in Q4 2016 was Banc Funds Company, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2016.